Totals
We’re glad to look after your insurance cover
Free Insurance Receipt Template
An insurance receipt records who paid, what the payment covered, the totals, and a short confirmation note for the policyholder’s records.
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A policy gets paid for, and then someone needs an insurance receipt that matches what was agreed, not a vague “paid” message that leaves room for doubt later. This insurance receipt gives the payment totals up front, then backs the numbers with a written confirmation, so the record reads like something checked and filed, not dashed off.
The client sees the totals first, then a short note under We’re glad to look after your insurance cover that acts as the confirmation line people look for when they’re saving the paperwork or forwarding it on. The layout uses a bureaucratic rose with muted indigo accents under Raleway headings and Inter body text, so the page feels like a documented receipt rather than a sales page.
Once the receipt is in your workspace, you change the figures in Totals, send it to the client, and collect payment online if you’ve connected a payment method.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What to include in an insurance receipt
| Part | What it covers |
|---|---|
Totals | The Totals block holds the receipt amounts, so you enter the figures that need to match the payment. |
We’re glad to look after your insurance cover | The written section adds the confirmation note that sits under the totals, so the receipt carries more than a number. |
Who it is for
Insurance brokers and agents handling commercial insurance and personal lines who need to issue a paid receipt after taking a premium or instalment.
The receipt in full
Questions about this receipt template
What should an insurance receipt include?
An insurance receipt should show what was paid, what the payment covered, and the totals, with a short confirmation note for the policyholder’s records. This template includes a totals block plus a written confirmation section.
Is an insurance receipt the same as proof of insurance?
An insurance receipt shows payment, not the full proof of cover. Proof of insurance usually comes from policy documents or a certificate, while the receipt supports the payment record.
Who issues the receipt, the broker or the insurer?
Either can issue a receipt, depending on who took the payment. When a broker collects the premium or instalment, the broker often sends the receipt as part of the service and record-keeping.
Can a client pay from an insurance receipt online?
Yes, as long as a payment method is connected. The receipt can then be sent and paid online, with the totals matching what was collected.
What do clients usually check before they accept an insurance payment record?
Clients usually check the totals and what the payment relates to, because those are the lines that get forwarded to a landlord, bank, or internal finance team. A short confirmation note helps the receipt read like a complete record.
Does a receipt list exclusions or what the policy won’t pay for?
A receipt usually doesn’t list exclusions, because exclusions belong in the policy wording and schedule. This template keeps the receipt to totals and a written confirmation note.
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